IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.1M
3
+$3.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.5M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.17M

Top Sells

1
+$16.4M
2
+$16.1M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$12M
5
BP icon
BP
BP
+$11.3M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3576
$2K ﹤0.01%
13
3577
$2K ﹤0.01%
22
3578
$2K ﹤0.01%
1
-9
3579
$2K ﹤0.01%
140
3580
$2K ﹤0.01%
200
-100
3581
$2K ﹤0.01%
+219
3582
$2K ﹤0.01%
34
-20
3583
$2K ﹤0.01%
10
3584
$2K ﹤0.01%
200
3585
$2K ﹤0.01%
176
-599
3586
$2K ﹤0.01%
130
-327
3587
$2K ﹤0.01%
233
-180
3588
$2K ﹤0.01%
1,600
3589
$2K ﹤0.01%
2,260
-921
3590
$2K ﹤0.01%
49
3591
$2K ﹤0.01%
100
3592
$2K ﹤0.01%
+150
3593
$2K ﹤0.01%
+26
3594
$2K ﹤0.01%
3
-3
3595
$2K ﹤0.01%
108
-20,539
3596
$2K ﹤0.01%
500
3597
$2K ﹤0.01%
152
3598
$1K ﹤0.01%
25
3599
$1K ﹤0.01%
+79
3600
$1K ﹤0.01%
94
-756
142 143
144
145 146